Episodios

  • Nayan Ranchhod: How Couples Are Thinking About Money and Retirement

    Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
    Jul 30 2024
    The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.
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    26 m
  • Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA

    Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
    Jul 23 2024
    Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.
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    41 m
  • Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture

    Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
    Jul 16 2024
    At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.
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    45 m
  • Leslie Zane: The New Rules of Persuasion for Financial Advisors

    Leslie Zane: The New Rules of Persuasion for Financial Advisors
    Jul 9 2024
    Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.
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    39 m
  • Peter Mallouk: Why Demand for Financial Advisors Will Only Increase

    Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
    Jul 2 2024
    Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.
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    18 m
  • 'Resistance Money’: Decoding Bitcoin’s True Value Proposition

    'Resistance Money’: Decoding Bitcoin’s True Value Proposition
    Jun 25 2024
    The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.
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    47 m
  • Joe McQuaid: How to Build the Best Tech Stack for Your RIA

    Joe McQuaid: How to Build the Best Tech Stack for Your RIA
    Jun 18 2024
    Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.
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    14 m
  • Rick Kent: How I Scaled My RIA Into a $10 Billion Firm

    Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
    Jun 11 2024
    Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.
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    37 m